The Alliance with Michael Port

Michael Port’s Business in a Box

Promo Call
Process
2012
 Michael Port’s Business in a Box questions@michaelport.com 414-367-7678

Michael Port’s Business in a Box©

Promo Call Process

Click HERE to download and enlarge.

© Michael Port & Associates LLC All Rights Reserved www.michaelport.com

 Michael Port’s Business in a Box questions@michaelport.com 414-367-7678

How to Use This Template

Objective: To successfully manage a promo call.

Tips:
On the template you will see a
Download the software from Xmind Pro. There is a free version available, and a pro version
phrase or name in brackets
such as these [ ]. for advanced features. http://www.xmind.net/

You would replace the

information within those Once downloaded, you can view the mindmap in working template mode. Download your
brackets with specifics to your working mindmap template HERE.
business model and marketing
scope. i.e. [Program 1] might
If you have any problems thus far, please visit our forums related to this topic HERE.
become [Personal Coaching
Program]

Graphic on Page 2:
To download the graphic on Download the accompanying DOCX (Microsoft Word 2007-2010) worksheet HERE. To
page 2 of this document
review what’s in that template, proceed to the next pages.
CLICK HERE. You can zoom in
as needed from the download.

This is the same technique Michael teaches his mentoring students in The Alliance.

© Michael Port & Associates LLC All Rights Reserved www.michaelport.com

 Promo Call Template
TITLE: . .
DATE:

PRODUCT:

SCHEDULING

Schedule the promo call with any guest speakers and assisting staff. One person can play more than one
role, however determining the roles in advance helps you plan the size and delivery quality of your
event. Depending on your chosen platform will determine the ease (and less hands required) to manage
it. *You may not require all the speaker seats.

Event Host
Generally the host
Name: ☐Scheduled ☐Unavailable
introduces the speakers,
controls the Q&A panel.
Keynote Speaker
The key speaker for the Name: ☐Scheduled ☐Unavailable
event.
Guest Speaker
Name: ☐Scheduled ☐Unavailable
Second Seat Speaker*
Guest Speaker 2
Name: ☐Scheduled ☐Unavailable
Third Seat Speaker*
continued…

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 Michael Port’s Business in a Box

Guest Speaker 3
Name: ☐Scheduled ☐Unavailable
Fourth Seat Speaker*
Tech Assistant
Available & Experienced
tech to assist with tech Name: ☐Scheduled ☐Unavailable
aspects or problems that
could arise.
Help Desk on Call
Behind the scenes
communications, help Name: ☐Scheduled ☐Unavailable
desk, support, and sales
team.
Recording Assistant
Camtasia and Event Name: ☐Scheduled ☐Unavailable
Recording Specialist

Social Media Schedule:

Date & Time Twitter Copy Linked In Copy Facebook YouTube

Topic/Blast:
of Blast(s) Here Here Copy Here Copy Here
Announcement
of Event
Reminder to
Register
Teaser of Event
Content
Teaser of Event
Gift
48-hour
Reminder
1-Hour Reminder
Notice
Post Event Thank
You

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 Michael Port’s Business in a Box

CONTENT
Introduction
Introduction of panel and speakers, and a brief overview of what will be covered in today’s call.
Announce that you have something special for them at the end of the call (see Special Gift/Discount
Announcement).

Click here to enter text.

Topic
The outline of the calls topic goes here. This should include subtopics and focus on value, a lesson, and
informative content.

Click here to enter text.

Q&A Session
Prepare a few canned questions to move any Q&A session along, and to engage your audience.

Click here to enter text.

Promotion Content

Here is where you can slip in your promotional material. What are you promoting? What are they
buying? Why?

Click here to enter text.

Special Gift/Discount Announcement

For those who made it this far in the call, give them a special discount or a special gift. Put a window on
that offer (24 or 48 hours, for example). Provide them with their shopping cart code (see shopping cart
set up later in this template).

Click here to enter text.

Prepare Slides if Using Them

If you are using visuals, prepare them well in advance. Your tech crew will need to get the platform set
up, and will require the slides well in advance (at least 24-hours prior to your test run).

☐Slides Not Required ☐Slides in Design ☐Slides Finalized & Approved

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 Michael Port’s Business in a Box

TECHNOLOGY SETUP
Choose your preferred platform.
Our recommendations:

☐Instant Teleseminar ☐Go To Webinar

If you’re unsure how to use it, your tech assistant (see scheduling) can assist with the set up and
operations of the webinar.

Upload Slides
Depending on the platform you choose, you will need to upload your slides well in advance (at least 24-
hours prior to your dry run, or actual event). You will find a trick to the process, and discover a clever
way of naming your slides to guide you through your presentation. (Example: Instant Teleseminar you
have to upload the slides in reverse order, so slide 1 is the first slide available).

☐Slides Not Required ☐Slides Sent to Tech Assistant ☐Slides Uploaded & Tested

Dry Run

Test Platform with Guest Speakers (if it’s new to you). If large panel, do a dry run with entire staff.

☐Dry Run Scheduled for: Click ☐Slides Uploaded & Tested

☐No Dry Run Required
here to enter text.

SHOPPING CART SET UP

Gift Code Description Gift Code Link (Pretty Link) Gift Code Tested
Click here to enter text. Click here to enter text. Ready to Launch Code ☐

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 Michael Port’s Business in a Box

MARKETING
Pre-Event Auto-Responder Content:

☐Announcement of Event
Click here to enter text.

☐Reminder to Register if You Haven’t Already

Click here to enter text.

☐24-hour Event Reminder for Those Who Registered

Click here to enter text.

☐1-hour Event Reminder for Those Who Registered

Click here to enter text.

Post-Event Auto-Responder Content:

(Depending on your chosen platform, you may have extended analytics to manage all these auto-
responders, otherwise you can choose the applicable options).

☐We Missed You! (for those registered, but didn’t make it). Include Replay Link if desired (see
administration section). You can also note that there’s a special deal waiting for them at the end of the
session.
Click here to enter text.

☐We Missed You! (for those who didn’t register). Include Replay Link if desired (see administration
section). You can also note that there’s a special deal waiting for them at the end of the session.
Click here to enter text.

☐Thank you for joining us! (for those who made the call). Include Replay Link if desired, and their
special gift link with a reminder of their deadline to purchase. (see administration section).
Click here to enter text.

☐Gift Deadline Approaching (for those who made the call, but didn’t opt in to your promo)
Click here to enter text.

Website Pre-Event Set Up

☐Create an Opt in Form for your website. Add it to your home page or squeeze page.
☐Design and launch a squeeze page, if you desire one. (Use that in your promo blast.)
☐Blast your list(s).

Joint Venture Set Up

Auto-Responder Series Drafted for your JV’s:

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 Michael Port’s Business in a Box

☐Announcement of Event
Click here to enter text.

☐Reminder to Register if You Haven’t Already

Click here to enter text.

☐24-hour Event Reminder for Those Who Registered

Click here to enter text.

☐1-hour Event Reminder for Those Who Registered

Click here to enter text.

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 Michael Port’s Business in a Box

ADMINISTRATION

Team Task Due Date Status

☐Stand By Not
Notified of Event Link,
Click here to enter a Required
Help Desk Webinar Link, Event
date. ☐HD Ready with Links
Specs, and on Stand By
and Specs
Canned Messaging for
Click here to enter a ☐Content Done & Sent
Help Desk event information:
date. ☐HD Posted and Ready
Click here to enter text.
☐Live Chat Support Set
Available on Stand By
Up with Canned
for Live Chat Support
Messaging
Help Desk & Sales Before, During, and Click here to enter a
☐Sales Team Ready for
Team After Event & Ready to date.
Post Event Assistance
Pro-activate Chats in
☐This step not
sales Room
required for this event.
Ready to Record with ☐Yes
Click here to enter a
Tech Assistant Platform Recorder and ☐No
date.
Camtasia ☐Not Required
Ready to pull ☐Yes
Click here to enter a
Tech Assistant recordings, edit, and ☐No
date.
post on S3 ☐Not Recording
Transcription Team
☐Yes
Scheduled to transcribe
Click here to enter a ☐No
Operations Team audio/video for
date. ☐Not Transcribing
repurpose later, and
final archival Event
Ready to pull metrics of
☐Yes
Operations Team/Tech event, and launch Post Click here to enter a
☐No
Assistant Auto-R Sequence (see date.
☐Not Pulling Metrics
marketing section)

End

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